As globalWafersOEMA giant in the industry,TSMCIt has relied on the originality of the pureWafersOEMpattern and leadingWafersManufacturing technology has won the favor of many customers. However, in recent years, with the United States on the globeSemiconductor industryof intervention andHuaweiand other customer changes,TSMCFacing unprecedented challenges. This article will take a closer lookTSMCRecent developments and challenges revealedTSMCcrisis and how to deal with it.
TSMCIn recent years, the free playing field has gradually been lost, especially in theUnited States**lost important customersHuawei, resulting in an annual revenue loss of up to 30 billion yuan. HuaweiAsTSMCThe second largest customer is not only the loss of order volume, but also the rightTSMCChallenges of market position and technological superiority. And withHuaweiSelf-developedKirinChipsof gradual maturation and market penetration,TSMCThe challenges are getting tougher.
(1) The rise of Huawei's self-developed chips
HuaweiSelf-developedKirinChipsIn just over three years, it was returned and gradually replacedQualcommSnapdragonChipsInHuaweiMobile phonesin the position. This move not only letsTSMCLostHuaweiof orders, but also compressed othersMobile phonesManufacturers such asAppleswithQualcommmarket share, directly affected:TSMCrevenue and development.
InHuaweiSelf-developedChipstrend, continentalChipsManufacturing technology is gradually catching up, whileTSMCPrevious judgments based on the advantages of the continental process are clearly biased. HuaweiThe success of self-development not only letsTSMCLost an important customer and let alsoTSMCThe technology is challenged, and the outlook is difficult to be optimistic.
(2) The competitive landscape of the global market
ExceptHuaweiOutside of the problem,TSMCThe global market is also facing a more fierce competitive landscape. withHuaweiSelf-developedChipssuccess and market share growth,TSMCHad to deal with it from othersWafersOEMCompetitive challenges for vendors. At the same time, changes in U.S. market policy and the impact of other international factors have also madeTSMCGot into a tough situation in the market.
In this case,TSMCI had to re-examine my own development strategy and market positioning, and look for a breakthrough to tide over the current crisis.
In the face of various challenges and dilemmas,TSMCBegan to actively adjust their own strategies and find a way to revitalize. The first thing to bear the brunt is the high-level personnel adjustment: Liu Deyin stepped down as chairman and was replaced by Wei Zhejia. Behind this change is a hintTSMCAttention and adjustment to the current situation.
(1) Deepen cooperation in the mainland market
Newly appointedTSMCPresident Wei Zhejia's attention and in-depth cooperation in the mainland market will becomeTSMCThe key to future development. Wei Zhejia's team had previously traveled to Shanghai to hold a technical analysis meeting and personally visited mainland customers, which showed:TSMCThe development and attention to the mainland market. In the face of the huge potential and development opportunities of the mainland marketTSMCIt is expected that through close cooperation with mainland customers, we will find new growth points and opportunities.
(2) Accelerate technology upgrading and capacity expansion
In order to be invincible in the fierce market competition,TSMCThe pace of technological upgrading and capacity expansion needs to be accelerated. Only by continuously investing in research and development, expanding production capacity, and seizing market opportunities can we maintain a leading position in the competition. At the same time, cooperation and communication with customers are also crucial to jointly explore effective ways to address market challenges.
(3) Look for a diversified development model
In addition to entering the mainland market and improving technical production capacity,TSMCIt is also necessary to find a diversified development model to reduce the risk of a single customer. In the face of global competition, only by expanding diversified partners and business areas can we build a more solid foundation for development and cope with market uncertainties and risk challenges.
Finally, we must recognize the situation, dare to innovate, and actively adjust our strategies, so as to be invincible in the fierce market competition and achieve long-term successSustainability
TSMCAsSemiconductor industryThe road ahead is difficult and challenging. In the context of increasingly competitive global marketsTSMCWe need to change our thinking, have the courage to change, and find new development paths. Only by keeping up with the pace of market development, constantly improving technical strength and service capabilities, and seeking innovative breakthroughs, can we seize the opportunity and achieve it in the changing situationSustainabilitygoals. HopefullyTSMCWith excellent technical strength and flexible strategic adjustment, we can meet the challenges of the future and create a better tomorrow.